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CIK: 0001797678
Total reported value
$4.4B
$4.4B
382 檔
9.9%
In Q4 2024, Americana Partners, LLC's U.S. equity holdings reached a combined market value of $4.4B, distributed across 382 disclosed stock positions.
During Q4 2024, Americana Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 382 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.17% | -0.52% | +284.65% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.07% | +0.41% | +114.35% | |
| 3 | EPD | Enterprise Products Partners | Stock-Energy | 2.47% | -0.24% | +12.68% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.29% | -0.02% | -16.24% | |
| 5 | ETN | Eaton Corporation plc | Stock-Industrials | 1.98% | +0.18% | +447.06% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 1.97% | — | +270.00% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.05% | +544.00% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.11% | +33.94% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.76% | -0.13% | +1217.57% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.75% | -2.02% | +100.41% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | +0.36% | +439.95% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.51% | — | +149.99% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.50% | -0.31% | +179.36% | |
| 14 | ET | Energy Transfer LP | Stock-Energy | 1.45% | -0.09% | +0.60% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.36% | -0.22% | +1890.58% | |
| 16 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.34% | -0.01% | +0.16% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.16% | +16.01% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 1.30% | -0.90% | EXIT | |
| 19 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.24% | -0.19% | +50.74% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.23% | +0.11% | +1.95% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.32% | +40.86% | |
| 22 | OKE | Oneok Inc | Stock-Energy | 1.11% | -0.13% | +258.63% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.09% | +141.36% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.08% | -0.33% | -18.54% | |
| 25 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.08% | -0.08% | — | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.05% | — | -6.55% | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 0.98% | -0.04% | +340.50% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.94% | -0.16% | +1171.52% | |
| 29 | MPLX | Mplx LP | Stock-Energy | 0.94% | -0.04% | +4.46% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.02% | +863.43% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | +0.01% | +31.47% | |
| 32 | RY | Royal Bank Of Canada | Stock-Financials | 0.88% | +0.08% | +504.11% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.14% | +1509.12% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.75% | -0.06% | +2523.23% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.71% | -0.22% | +570.66% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.13% | +119.83% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | +0.03% | +6.38% | |
| 38 | BLK | BlackRock, Inc. | Stock-Financials | 0.70% | — | +0.20% | |
| 39 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.68% | — | -5.08% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.18% | -24.28% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | -0.02% | +25.40% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.03% | -38.55% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.29% | +23.07% | |
| 44 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.63% | +0.03% | +1.69% | |
| 45 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.62% | — | — | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.62% | -0.01% | +4.60% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.04% | +36.62% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.61% | -0.17% | +294.84% | |
| 49 | SHEL | Shell Plc-adr | Stock-Energy | 0.60% | -0.16% | +373.24% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | -0.14% | +177.00% |
According to official SEC Form 13F filings, Americana Partners, LLC reported a total U.S. public equity portfolio value of $4.4B across 382 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, EPD) accounted for 9.9% of total reported equity market value during Q4 2024.
During Q4 2024, Americana Partners, LLC's top holdings by market value included MSFT (7.2%)、AAPL (4.1%)、EPD (2.5%). The largest single position, MSFT, represented 7.2% of total portfolio value.
In Q4 2024, Americana Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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